DOLIVER ADVISORS, LP IJJ Holdings History

Number of Shares
3,950.00
Current Holdings Value*
$488,140.00
% of Portfolio
0.13%
Total Estimate Gain
$13,557.70
% of Total Estimate Gain
2.62%

DOLIVER ADVISORS, LP's iShares S&P Mid-Cap 400 Value ETF Holding Summary

As of 2025-06-30, DOLIVER ADVISORS, LP held 3,950.00 shares of iShares S&P Mid-Cap 400 Value ETF(IJJ), totaling $488,140.00. This investment constitutes 0.13% of their stock portfolio, and DOLIVER ADVISORS, LP now holds 0.01% of the outstanding iShares S&P Mid-Cap 400 Value ETF(IJJ) stock.

The initial trade took place in 2025Q1. And since then DOLIVER ADVISORS, LP has made 1 purchases of IJJ, at an average price of $125.21, for a total of 4,135.00 shares. In addition, there have been 1 sales at an average price of $117.68 for 185.00 shares. Based on historical transaction data and IJJ's current price of $129.00, DOLIVER ADVISORS, LP's estimated gain on his IJJ holdings is $13,557.70, reflecting a 2.62% gain to date.

DOLIVER ADVISORS, LP IJJ ($129.00) Holding Chart

DOLIVER ADVISORS, LP IJJ ($129.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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